Good question. Portal user permissions are managed within the Security section of the Onspring platform. The platform provides new portal configurations for users, roles, and groups, allowing administrators to define and control the permissions for portal users.
To access a portal, each individual must have a user account with a “Portal” tier. This tier distinguishes portal users from full users within the system. Portal users can have a single portal role and group assignment, which determines their level of access and functionality within the portal.
Portal users have specific permissions within the system. They can:
- Create, read, and update records as their role allows
- Complete workflow assignments
- Receive email notifications, scheduled reports, and scheduled dashboards
Each portal can be configured individually, too, controlling access and permissions that limit viewing, approving and rejecting to only those assigned or relevant in the process.
Just like the Onspring platform, Onspring Portal empowers everyone with self-service. Rather than digging through emails, both internal users and external partners can find designated information and collaborative functions quickly. By allowing this simplified, single-point access, users increase process efficiencies, speed and accuracy.